Sync Shopify Refunds to Salesforce in Simple Steps

Managing refunds across platforms doesn’t have to be complicated. With Shopify and Salesforce integration, you can seamlessly sync Shopify refund data into Salesforce for accurate financial tracking. This guide explains how refund records, line items, transactions, and adjustments automatically flow from Shopify to Salesforce, helping teams maintain clarity, consistency, and control without manual effort.

Step-by-Step Process to Sync Shopify Refunds to Salesforce

Follow the steps below to enable refund syncing and verify how refund data moves seamlessly from Shopify into Salesforce. Each step walks you through the setup and validation process, ensuring accurate and transparent refund management.

Step 1: Log in to your Salesforce org and navigate to SME Settings.

Step 2: Click on the SME Pro Features tab.

Step 3: Enable or activate the Shopify Refunds Sync feature.

Step 4: Access your Shopify store and create a new order by clicking Create order.

Step 5: Select the placed order and click on Refund.

Step 6: Process the refund by adjusting the amount. For example, deduct 60 from the total and click Refund.

Step 7: Copy the Shopify ID of the refunded order.

Step 8: Search for the same Order ID in Salesforce to confirm successful syncing from Shopify.

Step 9: Navigate to the Related section of the order to view the created refund along with the order products.

Step 10: Open the refund record and go to its Related section for more information.

Step 11: Verify that refund lines, transaction details, and order adjustments are accurately synced.

Conclusion

That’s it! By enabling refund syncing through Shopify Salesforce integration, you ensure that every refund initiated in Shopify is automatically reflected in Salesforce. This streamlined approach improves data accuracy, enhances financial transparency, and eliminates manual reconciliation, making it easier to manage refunds at scale.